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Wealth Alliance’s MongoDB MDB Stock Holding History

Wealth Alliance’s Portfolio MDB Stock Details MDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-583
Closed -$245K – 578
2025
Q4 		$245K Buy
+583
New +$212K 0.02% 488
2024
Q2 		– Sell
-647
Closed -$232K – 537
2024
Q1 		$232K Buy
647
+30
+5% +$12.3K 0.03% 457
2023
Q4 		$252K Sell
617
-28
-4% -$10.6K 0.04% 433
2023
Q3 		$223K Sell
645
-24
-4% -$9.11K 0.04% 431
2023
Q2 		$275K Buy
+669
New +$195K 0.04% 399

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wealth Alliance's MDB Position: Q1 2026 in Review

Wealth Alliance sold out of MongoDB (MDB) in Q1 2026, closing a stake of 583 shares — an estimated $245K sold.

Wealth Alliance first reported a position in MDB in Q2 2023 and held it in 5 quarters. The position peaked at $275K in Q2 2023. 816 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Wealth Alliance reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
  • Wealth Alliance sold 583 MongoDB shares in Q1 2026, an estimated $245K.
  • Wealth Alliance first reported a position in MongoDB in Q2 2023 and held it in 5 quarters.
  • Wealth Alliance's MongoDB position peaked at $275K in Q2 2023.
  • 816 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.